EWH / EWH: Now 11 Percent Cheaper

China's real estate trends indicate that, despite strong PMI, there's a substantial affordability crisis among its masses. Rising joblessness among th more_horizontal

Hong Kong's economic data has begun to show deterioration. While the consumption rebound theme is playing out, the ex-consumption weakness is concerni more_horizontal

Hong Kong equities have underperformed this year. But the economic data tells a very different story. more_horizontal

Hong Kong equities may not have outperformed YTD, but the near-term setup remains compelling. The China/HK border reopening is the major tailwind, whi more_horizontal

China and Hong Kong have struggled with nearly 3 years of strict Covid restrictions, but it is coming to an end. Hong Kong will have a negative GDP gr more_horizontal

Two exchange traded funds (ETF) that track U.S.-listed cryptocurrency futures have raised a combined $73.6 million ahead of their debut on the Hong Ko more_horizontal

Chinese banks are facing increasing pressure on fundamentals after weak earnings growth in the first quarter of this year, dragged down by plunging cr more_horizontal

EWH has fared relatively well this year compared to most other markets. The prospect of EWH's top holding looks bright, but underlying conditions of t more_horizontal